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SWAGELOK RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSWAGELOK RETIREMENT SAVINGS PLAN
Plan identification number 002

SWAGELOK RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SWAGELOK COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SWAGELOK COMPANY
Employer identification number (EIN):340688825
NAIC Classification:332900

Additional information about SWAGELOK COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1947-07-14
Company Identification Number: 203022
Legal Registered Office Address: 55 PUBLIC SQUARE
-
CLEVELAND
United States of America (USA)
44113

More information about SWAGELOK COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWAGELOK RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01DWAYNE PETISH
0022023-01-01
0022023-01-01DWAYNE PETISH
0022022-01-01
0022022-01-01DWAYNE PETISH
0022021-01-01
0022021-01-01CHRISTOPHER MIKLICH
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTOPHER MIKLICH
0022016-01-01CHRISTOPHER MIKLICH
0022015-01-01CHRISTOPHER MIKLICH
0022014-01-01CHRISTOPHER MIKLICH
0022013-01-01DIANE BEAVERS
0022012-01-01DIANE MEKKER
0022011-01-01DIANE MEKKER
0022010-01-01DIANE MEKKER
0022009-01-01DIANE MEKKER

Financial Data on SWAGELOK RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : SWAGELOK RETIREMENT SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-2,012,656
Total unrealized appreciation/depreciation of assets2023-12-31$-2,012,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$279,314,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$281,016,853
Expenses. Interest paid2023-12-31$6,176,716
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$6,176,716
Total income from all sources (including contributions)2023-12-31$201,408,446
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$198,715,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$192,332,447
Expenses. Certain deemed distributions of participant loans2023-12-31$66,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$63,377,296
Value of total assets at end of year2023-12-31$2,729,325,853
Value of total assets at beginning of year2023-12-31$2,728,334,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$139,757
Total interest from all sources2023-12-31$29,961,808
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$20,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$34,139,083
Participant contributions at end of year2023-12-31$11,889,715
Participant contributions at beginning of year2023-12-31$10,623,483
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,113,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$6,519,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$4,221,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$279,314,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$281,016,853
Total non interest bearing cash at end of year2023-12-31$117,226
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,693,156
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,450,011,229
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,447,318,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$853,558,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$729,778,903
Interest on participant loans2023-12-31$689,331
Interest earned on other investments2023-12-31$29,272,477
Value of interest in common/collective trusts at end of year2023-12-31$65,562,524
Value of interest in common/collective trusts at beginning of year2023-12-31$72,196,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$110,081,998
Net investment gain or loss from common/collective trusts2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$1,771,735,242
Assets. Invements in employer securities at beginning of year2023-12-31$1,892,592,320
Contributions received in cash from employer2023-12-31$26,124,300
Employer contributions (assets) at end of year2023-12-31$19,943,434
Employer contributions (assets) at beginning of year2023-12-31$18,921,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$192,332,447
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2023-12-31340677006
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$-2,012,656
Total unrealized appreciation/depreciation of assets2023-01-01$-2,012,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$279,314,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$281,016,853
Total income from all sources (including contributions)2023-01-01$201,408,446
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$198,715,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$192,332,447
Expenses. Certain deemed distributions of participant loans2023-01-01$66,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$63,377,296
Value of total assets at end of year2023-01-01$2,729,325,853
Value of total assets at beginning of year2023-01-01$2,728,334,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$139,757
Total interest from all sources2023-01-01$29,961,808
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$20,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$34,139,083
Participant contributions at end of year2023-01-01$11,889,715
Participant contributions at beginning of year2023-01-01$10,623,483
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$3,113,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$6,519,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$4,221,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$279,314,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$281,016,853
Total non interest bearing cash at end of year2023-01-01$117,226
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,693,156
Value of net assets at end of year (total assets less liabilities)2023-01-01$2,450,011,229
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$2,447,318,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$853,558,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$729,778,903
Interest on participant loans2023-01-01$689,331
Interest earned on other investments2023-01-01$29,272,477
Value of interest in common/collective trusts at end of year2023-01-01$65,562,524
Value of interest in common/collective trusts at beginning of year2023-01-01$72,196,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$110,081,998
Net investment gain or loss from common/collective trusts2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$1,771,735,242
Assets. Invements in employer securities at beginning of year2023-01-01$1,892,592,320
Contributions received in cash from employer2023-01-01$26,124,300
Employer contributions (assets) at end of year2023-01-01$19,943,434
Employer contributions (assets) at beginning of year2023-01-01$18,921,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$192,332,447
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MALONEY & NOVOTNY LLC
Accountancy firm EIN2023-01-01340677006
2022 : SWAGELOK RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$250,250,527
Total unrealized appreciation/depreciation of assets2022-12-31$250,250,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$281,016,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$282,915,560
Expenses. Interest paid2022-12-31$6,215,781
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$6,215,781
Total income from all sources (including contributions)2022-12-31$141,473,471
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$213,231,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$206,301,061
Expenses. Certain deemed distributions of participant loans2022-12-31$61,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$59,547,605
Value of total assets at end of year2022-12-31$2,728,334,926
Value of total assets at beginning of year2022-12-31$2,801,991,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$652,452
Total interest from all sources2022-12-31$29,445,937
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$652,452
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$30,464,099
Participant contributions at end of year2022-12-31$10,623,483
Participant contributions at beginning of year2022-12-31$10,140,607
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,903,026
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,221,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,154,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$281,016,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$282,915,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-71,757,598
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,447,318,073
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,519,075,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$729,778,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$950,112,470
Interest on participant loans2022-12-31$534,202
Interest earned on other investments2022-12-31$28,911,735
Value of interest in common/collective trusts at end of year2022-12-31$72,196,923
Value of interest in common/collective trusts at beginning of year2022-12-31$65,016,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-197,770,598
Net investment gain or loss from common/collective trusts2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$1,892,592,320
Assets. Invements in employer securities at beginning of year2022-12-31$1,755,411,520
Contributions received in cash from employer2022-12-31$25,180,480
Employer contributions (assets) at end of year2022-12-31$18,921,621
Employer contributions (assets) at beginning of year2022-12-31$18,155,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$206,301,061
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2022-12-31340677006
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$250,250,527
Total unrealized appreciation/depreciation of assets2022-01-01$250,250,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$281,016,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$282,915,560
Total income from all sources (including contributions)2022-01-01$141,473,471
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$213,231,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$206,301,061
Expenses. Certain deemed distributions of participant loans2022-01-01$61,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$59,547,605
Value of total assets at end of year2022-01-01$2,728,334,926
Value of total assets at beginning of year2022-01-01$2,801,991,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$652,452
Total interest from all sources2022-01-01$29,445,937
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$652,452
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$20,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$30,464,099
Participant contributions at end of year2022-01-01$10,623,483
Participant contributions at beginning of year2022-01-01$10,140,607
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$3,903,026
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$4,221,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$3,154,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$281,016,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$282,915,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-71,757,598
Value of net assets at end of year (total assets less liabilities)2022-01-01$2,447,318,073
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$2,519,075,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$729,778,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$950,112,470
Interest on participant loans2022-01-01$534,202
Interest earned on other investments2022-01-01$28,911,735
Value of interest in common/collective trusts at end of year2022-01-01$72,196,923
Value of interest in common/collective trusts at beginning of year2022-01-01$65,016,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-197,770,598
Net investment gain or loss from common/collective trusts2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Assets. Invements in employer securities at end of year2022-01-01$1,892,592,320
Assets. Invements in employer securities at beginning of year2022-01-01$1,755,411,520
Contributions received in cash from employer2022-01-01$25,180,480
Employer contributions (assets) at end of year2022-01-01$18,921,621
Employer contributions (assets) at beginning of year2022-01-01$18,155,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$206,301,061
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MALONEY & NOVOTNY LLC
Accountancy firm EIN2022-01-01340677006
2021 : SWAGELOK RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$486,641,568
Total unrealized appreciation/depreciation of assets2021-12-31$486,641,568
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$282,915,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$285,797,901
Expenses. Interest paid2021-12-31$6,268,735
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$6,268,735
Total income from all sources (including contributions)2021-12-31$676,836,022
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$156,293,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$149,322,075
Expenses. Certain deemed distributions of participant loans2021-12-31$58,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$53,531,157
Value of total assets at end of year2021-12-31$2,801,991,231
Value of total assets at beginning of year2021-12-31$2,284,330,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$643,978
Total interest from all sources2021-12-31$53,042,496
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$643,978
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$26,199,752
Participant contributions at end of year2021-12-31$10,140,607
Participant contributions at beginning of year2021-12-31$10,918,587
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,687,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,154,470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,360,265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$282,915,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$285,797,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$520,542,744
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,519,075,671
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,998,532,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$950,112,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$850,688,472
Interest on participant loans2021-12-31$607,695
Interest earned on other investments2021-12-31$52,434,801
Value of interest in common/collective trusts at end of year2021-12-31$65,016,488
Value of interest in common/collective trusts at beginning of year2021-12-31$71,419,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$83,606,860
Net investment gain or loss from common/collective trusts2021-12-31$13,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$1,755,411,520
Assets. Invements in employer securities at beginning of year2021-12-31$1,330,810,140
Contributions received in cash from employer2021-12-31$23,643,780
Employer contributions (assets) at end of year2021-12-31$18,155,676
Employer contributions (assets) at beginning of year2021-12-31$18,133,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$149,322,075
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2021-12-31340677006
2020 : SWAGELOK RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$138,028,652
Total unrealized appreciation/depreciation of assets2020-12-31$138,028,652
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$285,797,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$289,071,909
Expenses. Interest paid2020-12-31$6,336,923
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$6,336,923
Total income from all sources (including contributions)2020-12-31$318,444,429
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$177,392,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$170,329,637
Expenses. Certain deemed distributions of participant loans2020-12-31$75,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$46,463,441
Value of total assets at end of year2020-12-31$2,284,330,828
Value of total assets at beginning of year2020-12-31$2,146,553,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$650,262
Total interest from all sources2020-12-31$25,227,180
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$650,262
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$21,876,394
Participant contributions at end of year2020-12-31$10,918,587
Participant contributions at beginning of year2020-12-31$13,172,700
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,899,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,360,265
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,322,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$285,797,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$289,071,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$141,051,800
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,998,532,927
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,857,481,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$850,688,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$774,837,624
Interest on participant loans2020-12-31$689,802
Interest earned on other investments2020-12-31$24,537,378
Value of interest in common/collective trusts at end of year2020-12-31$71,419,910
Value of interest in common/collective trusts at beginning of year2020-12-31$62,229,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$108,705,214
Net investment gain or loss from common/collective trusts2020-12-31$19,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$1,330,810,140
Assets. Invements in employer securities at beginning of year2020-12-31$1,276,914,522
Contributions received in cash from employer2020-12-31$22,687,394
Employer contributions (assets) at end of year2020-12-31$18,133,454
Employer contributions (assets) at beginning of year2020-12-31$18,076,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$170,329,637
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2020-12-31340677006
2019 : SWAGELOK RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$78,902,675
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$78,902,675
Total unrealized appreciation/depreciation of assets2019-12-31$78,902,675
Total unrealized appreciation/depreciation of assets2019-12-31$78,902,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$289,071,909
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$289,071,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$293,139,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$293,139,807
Expenses. Interest paid2019-12-31$6,418,241
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$6,418,241
Expenses. Interest paid2019-12-31$6,418,241
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$6,418,241
Total income from all sources (including contributions)2019-12-31$277,319,566
Total income from all sources (including contributions)2019-12-31$277,319,566
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$156,758,572
Total of all expenses incurred2019-12-31$156,758,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$149,506,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$149,506,875
Expenses. Certain deemed distributions of participant loans2019-12-31$142,076
Expenses. Certain deemed distributions of participant loans2019-12-31$142,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$45,728,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$45,728,788
Value of total assets at end of year2019-12-31$2,146,553,036
Value of total assets at end of year2019-12-31$2,146,553,036
Value of total assets at beginning of year2019-12-31$2,030,059,940
Value of total assets at beginning of year2019-12-31$2,030,059,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$691,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$691,380
Total interest from all sources2019-12-31$26,256,156
Total interest from all sources2019-12-31$26,256,156
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$691,380
Administrative expenses professional fees incurred2019-12-31$691,380
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$20,535,068
Contributions received from participants2019-12-31$20,535,068
Participant contributions at end of year2019-12-31$13,172,700
Participant contributions at end of year2019-12-31$13,172,700
Participant contributions at beginning of year2019-12-31$13,060,077
Participant contributions at beginning of year2019-12-31$13,060,077
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,567,006
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,567,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,322,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,322,761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,663,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,663,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$289,071,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$289,071,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$293,139,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$293,139,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$120,560,994
Value of net income/loss2019-12-31$120,560,994
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,857,481,127
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,857,481,127
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,736,920,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$774,837,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$774,837,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$615,473,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$615,473,358
Interest on participant loans2019-12-31$743,267
Interest on participant loans2019-12-31$743,267
Interest earned on other investments2019-12-31$25,512,889
Interest earned on other investments2019-12-31$25,512,889
Value of interest in common/collective trusts at end of year2019-12-31$62,229,016
Value of interest in common/collective trusts at end of year2019-12-31$62,229,016
Value of interest in common/collective trusts at beginning of year2019-12-31$59,572,405
Value of interest in common/collective trusts at beginning of year2019-12-31$59,572,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$125,490,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$125,490,498
Net investment gain or loss from common/collective trusts2019-12-31$941,449
Net investment gain or loss from common/collective trusts2019-12-31$941,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$1,276,914,522
Assets. Invements in employer securities at end of year2019-12-31$1,276,914,522
Assets. Invements in employer securities at beginning of year2019-12-31$1,317,417,166
Assets. Invements in employer securities at beginning of year2019-12-31$1,317,417,166
Contributions received in cash from employer2019-12-31$22,626,714
Contributions received in cash from employer2019-12-31$22,626,714
Employer contributions (assets) at end of year2019-12-31$18,076,413
Employer contributions (assets) at end of year2019-12-31$18,076,413
Employer contributions (assets) at beginning of year2019-12-31$19,873,081
Employer contributions (assets) at beginning of year2019-12-31$19,873,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$149,506,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$149,506,875
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MALONEY & NOVOTNY LLC
Accountancy firm name2019-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2019-12-31340677006
Accountancy firm EIN2019-12-31340677006
2018 : SWAGELOK RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$137,770,436
Total unrealized appreciation/depreciation of assets2018-12-31$137,770,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$293,139,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$297,233,044
Expenses. Interest paid2018-12-31$6,508,634
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$6,508,634
Total income from all sources (including contributions)2018-12-31$166,234,613
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$97,759,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$90,565,589
Expenses. Certain deemed distributions of participant loans2018-12-31$65,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$52,180,128
Value of total assets at end of year2018-12-31$2,030,059,940
Value of total assets at beginning of year2018-12-31$1,965,678,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$619,823
Total interest from all sources2018-12-31$32,758,013
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$619,823
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$21,617,701
Participant contributions at end of year2018-12-31$13,060,077
Participant contributions at beginning of year2018-12-31$11,401,915
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,689,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,663,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$818,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$293,139,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$297,233,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$68,474,824
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,736,920,133
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,668,445,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$615,473,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$634,249,677
Interest on participant loans2018-12-31$607,528
Interest earned on other investments2018-12-31$32,150,485
Value of interest in common/collective trusts at end of year2018-12-31$59,572,405
Value of interest in common/collective trusts at beginning of year2018-12-31$52,286,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-57,229,744
Net investment gain or loss from common/collective trusts2018-12-31$755,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$1,317,417,166
Assets. Invements in employer securities at beginning of year2018-12-31$1,247,684,922
Contributions received in cash from employer2018-12-31$24,872,502
Employer contributions (assets) at end of year2018-12-31$19,873,081
Employer contributions (assets) at beginning of year2018-12-31$19,237,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$90,565,589
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2018-12-31340677006
2017 : SWAGELOK RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$247,544,322
Total unrealized appreciation/depreciation of assets2017-12-31$247,544,322
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$297,233,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$297,391,701
Expenses. Interest paid2017-12-31$6,555,727
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$6,555,727
Total income from all sources (including contributions)2017-12-31$400,001,408
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$82,966,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$75,138,779
Expenses. Certain deemed distributions of participant loans2017-12-31$69,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$45,092,857
Value of total assets at end of year2017-12-31$1,965,678,353
Value of total assets at beginning of year2017-12-31$1,648,802,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,202,425
Total interest from all sources2017-12-31$27,364,971
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,202,425
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$19,225,561
Participant contributions at end of year2017-12-31$11,401,915
Participant contributions at beginning of year2017-12-31$11,670,647
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,171,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$818,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$608,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$297,233,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$297,391,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$317,034,553
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,668,445,309
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,351,410,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$634,249,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$536,074,081
Interest on participant loans2017-12-31$505,225
Interest earned on other investments2017-12-31$26,859,746
Value of interest in common/collective trusts at end of year2017-12-31$52,286,523
Value of interest in common/collective trusts at beginning of year2017-12-31$54,739,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$79,380,117
Net investment gain or loss from common/collective trusts2017-12-31$619,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$1,247,684,922
Assets. Invements in employer securities at beginning of year2017-12-31$1,033,939,968
Contributions received in cash from employer2017-12-31$23,695,523
Employer contributions (assets) at end of year2017-12-31$19,237,078
Employer contributions (assets) at beginning of year2017-12-31$11,769,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$75,138,779
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2017-12-31340677006
2016 : SWAGELOK RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$191,618,115
Total unrealized appreciation/depreciation of assets2016-12-31$191,618,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$297,391,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$201,694,451
Expenses. Interest paid2016-12-31$5,785,003
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$5,785,003
Total income from all sources (including contributions)2016-12-31$261,079,469
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$101,538,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$95,553,208
Expenses. Certain deemed distributions of participant loans2016-12-31$77,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$34,517,690
Value of total assets at end of year2016-12-31$1,648,802,457
Value of total assets at beginning of year2016-12-31$1,393,564,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$123,075
Total interest from all sources2016-12-31$17,635,313
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$123,075
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,931,082
Participant contributions at end of year2016-12-31$11,670,647
Participant contributions at beginning of year2016-12-31$12,156,416
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,011,271
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$608,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$10,742,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$297,391,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$201,694,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$159,540,782
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,351,410,756
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,191,869,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$536,074,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$500,265,080
Interest on participant loans2016-12-31$505,267
Interest earned on other investments2016-12-31$17,130,046
Value of interest in common/collective trusts at end of year2016-12-31$54,739,317
Value of interest in common/collective trusts at beginning of year2016-12-31$63,109,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,628,836
Net investment gain or loss from common/collective trusts2016-12-31$679,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$1,033,939,968
Assets. Invements in employer securities at beginning of year2016-12-31$792,318,762
Contributions received in cash from employer2016-12-31$15,575,337
Employer contributions (assets) at end of year2016-12-31$11,769,601
Employer contributions (assets) at beginning of year2016-12-31$14,972,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$95,553,208
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2016-12-31340677006
2015 : SWAGELOK RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-103,598,817
Total unrealized appreciation/depreciation of assets2015-12-31$-103,598,817
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$201,694,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$204,717,744
Expenses. Interest paid2015-12-31$5,344,007
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$5,344,007
Total income from all sources (including contributions)2015-12-31$-58,841,696
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$137,604,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$131,878,840
Expenses. Certain deemed distributions of participant loans2015-12-31$137,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$38,564,680
Value of total assets at end of year2015-12-31$1,393,564,425
Value of total assets at beginning of year2015-12-31$1,593,033,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$244,282
Total interest from all sources2015-12-31$20,157,453
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$208,963
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$18,195,427
Participant contributions at end of year2015-12-31$12,156,416
Participant contributions at beginning of year2015-12-31$11,041,016
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,154,295
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$10,742,392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,653,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$201,694,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$204,717,744
Administrative expenses (other) incurred2015-12-31$12,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-196,446,249
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,191,869,974
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,388,316,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$500,265,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$468,710,835
Interest on participant loans2015-12-31$497,211
Interest earned on other investments2015-12-31$19,660,242
Value of interest in common/collective trusts at end of year2015-12-31$63,109,210
Value of interest in common/collective trusts at beginning of year2015-12-31$42,032,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,452,429
Net investment gain or loss from common/collective trusts2015-12-31$487,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$792,318,762
Assets. Invements in employer securities at beginning of year2015-12-31$1,044,696,244
Contributions received in cash from employer2015-12-31$19,214,958
Employer contributions (assets) at end of year2015-12-31$14,972,565
Employer contributions (assets) at beginning of year2015-12-31$19,899,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$131,878,840
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2015-12-31340677006
2014 : SWAGELOK RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$32,446,251
Total unrealized appreciation/depreciation of assets2014-12-31$32,446,251
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$204,717,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$209,086,476
Expenses. Interest paid2014-12-31$5,336,355
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$5,336,355
Total income from all sources (including contributions)2014-12-31$105,892,193
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$76,081,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$69,962,024
Expenses. Certain deemed distributions of participant loans2014-12-31$88,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$44,539,025
Value of total assets at end of year2014-12-31$1,593,033,967
Value of total assets at beginning of year2014-12-31$1,567,592,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$695,146
Total interest from all sources2014-12-31$22,249,479
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$599,221
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$18,002,025
Participant contributions at end of year2014-12-31$11,041,016
Participant contributions at beginning of year2014-12-31$9,680,804
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,261,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,653,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,727,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$204,717,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$209,086,476
Other income not declared elsewhere2014-12-31$192,915
Administrative expenses (other) incurred2014-12-31$5,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$29,810,530
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,388,316,223
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,358,505,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$468,710,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$424,075,894
Interest on participant loans2014-12-31$427,454
Interest earned on other investments2014-12-31$21,822,025
Value of interest in common/collective trusts at end of year2014-12-31$42,032,856
Value of interest in common/collective trusts at beginning of year2014-12-31$35,532,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,105,857
Net investment gain or loss from common/collective trusts2014-12-31$358,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$1,044,696,244
Assets. Invements in employer securities at beginning of year2014-12-31$1,074,405,466
Contributions received in cash from employer2014-12-31$24,275,332
Employer contributions (assets) at end of year2014-12-31$19,899,124
Employer contributions (assets) at beginning of year2014-12-31$18,169,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$69,962,024
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2014-12-31340677006
2013 : SWAGELOK RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$265,271,123
Total unrealized appreciation/depreciation of assets2013-12-31$265,271,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$209,086,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$210,024,726
Expenses. Interest paid2013-12-31$5,424,237
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$5,424,237
Total income from all sources (including contributions)2013-12-31$384,242,525
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$75,394,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$69,004,949
Expenses. Certain deemed distributions of participant loans2013-12-31$58,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$38,300,215
Value of total assets at end of year2013-12-31$1,567,592,169
Value of total assets at beginning of year2013-12-31$1,259,682,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$906,375
Total interest from all sources2013-12-31$11,134,997
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$831,576
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$15,666,034
Participant contributions at end of year2013-12-31$9,680,804
Participant contributions at beginning of year2013-12-31$8,212,441
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$786,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,727,897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,780,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$209,086,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$210,024,726
Other income not declared elsewhere2013-12-31$979,621
Administrative expenses (other) incurred2013-12-31$6,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$308,847,967
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,358,505,693
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,049,657,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$68,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$424,075,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$369,719,127
Interest on participant loans2013-12-31$372,764
Interest earned on other investments2013-12-31$10,762,233
Value of interest in common/collective trusts at end of year2013-12-31$35,532,411
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$68,468,270
Net investment gain or loss from common/collective trusts2013-12-31$88,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$1,074,405,466
Assets. Invements in employer securities at beginning of year2013-12-31$857,862,140
Contributions received in cash from employer2013-12-31$21,847,472
Employer contributions (assets) at end of year2013-12-31$18,169,697
Employer contributions (assets) at beginning of year2013-12-31$17,108,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$69,004,949
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2013-12-31340677006
2012 : SWAGELOK RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$100,305,789
Total unrealized appreciation/depreciation of assets2012-12-31$100,305,789
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$210,024,726
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$142,506,482
Expenses. Interest paid2012-12-31$5,735,611
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$5,735,611
Total income from all sources (including contributions)2012-12-31$180,354,553
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$54,148,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$48,333,632
Expenses. Certain deemed distributions of participant loans2012-12-31$8,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$38,697,523
Value of total assets at end of year2012-12-31$1,259,682,452
Value of total assets at beginning of year2012-12-31$1,065,958,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$70,581
Total interest from all sources2012-12-31$6,009,550
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$70,581
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$14,786,351
Participant contributions at end of year2012-12-31$8,212,441
Participant contributions at beginning of year2012-12-31$7,347,154
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,325,680
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,780,305
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,889,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$210,024,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$142,506,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$126,206,046
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,049,657,726
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$923,451,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$369,719,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$306,349,182
Interest on participant loans2012-12-31$333,928
Interest earned on other investments2012-12-31$5,675,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$35,341,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$857,862,140
Assets. Invements in employer securities at beginning of year2012-12-31$724,120,779
Contributions received in cash from employer2012-12-31$22,585,492
Employer contributions (assets) at end of year2012-12-31$17,108,439
Employer contributions (assets) at beginning of year2012-12-31$17,251,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$48,333,632
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2012-12-31340677006
2011 : SWAGELOK RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$74,224,176
Total unrealized appreciation/depreciation of assets2011-12-31$74,224,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$142,506,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$142,147,379
Expenses. Interest paid2011-12-31$6,023,066
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$6,023,066
Total income from all sources (including contributions)2011-12-31$106,484,443
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$49,812,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$43,701,166
Expenses. Certain deemed distributions of participant loans2011-12-31$27,745
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$36,905,592
Value of total assets at end of year2011-12-31$1,065,958,162
Value of total assets at beginning of year2011-12-31$1,008,927,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$60,850
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$4,762,497
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$14,146,641
Participant contributions at end of year2011-12-31$7,347,154
Participant contributions at beginning of year2011-12-31$6,359,891
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$378,816
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,889,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,952,620
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$142,506,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$142,147,379
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$60,850
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$56,671,616
Value of net assets at end of year (total assets less liabilities)2011-12-31$923,451,680
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$866,780,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$306,349,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$295,813,725
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$324,871
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$4,421,842
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$15,784
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,407,822
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$724,120,779
Assets. Invements in employer securities at beginning of year2011-12-31$692,808,810
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$22,380,135
Employer contributions (assets) at end of year2011-12-31$17,251,092
Employer contributions (assets) at beginning of year2011-12-31$10,992,397
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$43,701,166
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2011-12-31340677006
2010 : SWAGELOK RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$190,451,428
Total unrealized appreciation/depreciation of assets2010-12-31$190,451,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$142,147,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$182,456
Expenses. Interest paid2010-12-31$1,511,832
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$1,511,832
Total income from all sources (including contributions)2010-12-31$259,335,798
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$32,549,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$30,968,355
Expenses. Certain deemed distributions of participant loans2010-12-31$23,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$36,138,845
Value of total assets at end of year2010-12-31$1,008,927,443
Value of total assets at beginning of year2010-12-31$640,176,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$46,460
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$4,825,670
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$13,165,076
Participant contributions at end of year2010-12-31$6,359,891
Participant contributions at beginning of year2010-12-31$6,215,981
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$355,326
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$580,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,952,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,341,332
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$142,147,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$182,456
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$226,785,957
Value of net assets at end of year (total assets less liabilities)2010-12-31$866,780,064
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$639,994,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$295,813,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$221,815,141
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$335,837
Interest earned on other investments2010-12-31$4,480,564
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$20,706,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$20,706,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,269
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$27,919,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$692,808,810
Assets. Invements in employer securities at beginning of year2010-12-31$382,455,953
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$22,393,589
Employer contributions (assets) at end of year2010-12-31$10,992,397
Employer contributions (assets) at beginning of year2010-12-31$4,285,987
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$30,968,355
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$46,460
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MALONEY & NOVOTNY LLC
Accountancy firm EIN2010-12-31340677006
2009 : SWAGELOK RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SWAGELOK RETIREMENT SAVINGS PLAN

2023: SWAGELOK RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SWAGELOK RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SWAGELOK RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SWAGELOK RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SWAGELOK RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SWAGELOK RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SWAGELOK RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SWAGELOK RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SWAGELOK RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SWAGELOK RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SWAGELOK RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SWAGELOK RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SWAGELOK RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SWAGELOK RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SWAGELOK RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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